Latest Institutional Transactions on Spdr Portfolio (SPMD)
This table provides information on the latest institutional transactions involving Spdr Portfolio (SPMD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
43New |
$1.93K - $2.34K
|
43
$2.42K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
1.06KNew |
$47.5K - $57.6K
|
1.06K
$59.6K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-7- 0.18% |
$314 - $381
|
3.99K
$225K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
40.7K+ 97.34% |
$1.83M - $2.22M
|
82.6K
$4.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-106- 1.13% |
$4.76K - $5.76K
|
9.3K
$523K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-22- 6.38% |
$988 - $1.2K
|
323
$18.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-38- 0.28% |
$1.71K - $2.07K
|
13.3K
$750K
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
3.68KNew |
$165K - $200K
|
3.68K
$207K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-205- 78.85% |
$9.2K - $11.1K
|
55
$3.09K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4+ 0.1% |
$180 - $218
|
4.21K
$237K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
3.6KNew |
$161K - $196K
|
3.6K
$202K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
18.2K+ 50422.22% |
$815K - $987K
|
18.2K
$1.02M
|
|
| Q1 2025 | |||||||
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
4.74KNew |
$238K - $273K
|
4.74K
$267K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.21K- 1.18% |
$111K - $128K
|
185K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-88- 53.33% |
$4.42K - $5.08K
|
77
$4.33K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
26.9KNew |
$1.35M - $1.55M
|
26.9K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.59KNew |
$281K - $323K
|
5.59K
$315K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.02KNew |
$252K - $290K
|
5.02K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
410K+ 77.01% |
$20.6M - $23.7M
|
942K
$53M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.05K+ 11.64% |
$103K - $118K
|
19.6K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
7.28KNew |
$365K - $420K
|
7.28K
$409K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
369+ 170.05% |
$18.5K - $21.3K
|
586
$33K
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-28.7K- 83.99% |
$1.44M - $1.66M
|
5.47K
$308K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
10+ 0.21% |
$502 - $577
|
4.69K
$264K
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
19.2KNew |
$966K - $1.11M
|
19.2K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
51+ 5.56% |
$2.56K - $2.94K
|
968
$54.5K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-267- 3.35% |
$13.4K - $15.4K
|
7.71K
$434K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$50.2 - $57.7
|
1
$56.3
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.51K+ 1.07% |
$126K - $145K
|
236K
$13.3M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-48- 8.76% |
$2.41K - $2.77K
|
500
$28.1K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
1.13K+ 19.31% |
$56.8K - $65.4K
|
6.99K
$393K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
9+ 13.43% |
$452 - $520
|
76
$4.28K
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-76.3K- 86.55% |
$3.83M - $4.41M
|
11.9K
$667K
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-1.66K- 0.47% |
$83.5K - $96.1K
|
352K
$19.8M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.52K- 65.97% |
$76.2K - $87.6K
|
783
$44.1K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.29K- 53.12% |
$416K - $479K
|
7.32K
$412K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 1.12% |
$50.2 - $57.7
|
90
$5.06K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
11+ 0.16% |
$552 - $635
|
6.84K
$385K
|
|
|
May 08, 2025
Q1 2025
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
491KNew |
$24.6M - $28.3M
|
491K
$27.6M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
19+ 4.05% |
$954 - $1.1K
|
488
$27.5K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
1New |
$50.2 - $57.7
|
1
$56.3
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-45- 1.08% |
$2.26K - $2.6K
|
4.13K
$232K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
4.85KNew |
$244K - $280K
|
4.85K
$273K
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-5- 0.05% |
$251 - $289
|
9.21K
$518K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-7- 63.64% |
$351 - $404
|
4
$225
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
25.9K+ 338.9% |
$1.3M - $1.5M
|
33.6K
$1.89M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
20New |
$1K - $1.15K
|
20
$1.13K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-703- 71.95% |
$35.3K - $40.6K
|
274
$15.4K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-44- 70.97% |
$2.21K - $2.54K
|
18
$1.01K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-4- 8.7% |
$201 - $231
|
42
$2.36K
|
|